+5,794.9%
AXTI vs EXR
+2,660.5%
+3,134.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.1% | +12.9% | +12.9% |
| 7D | +24.0% | -0.7% | +24.7% | +24.1% |
| 30D | -21.5% | -6.9% | -14.5% | -20.0% |
| 3M | -23.4% | -3.0% | -20.4% | -23.6% |
| 6M | +114.9% | -2.9% | +117.8% | +113.5% |
| YTD | +325.4% | +9.3% | +316.2% | +309.6% |
| 1Y | +2,136.7% | -0.9% | +2,137.6% | +2,103.4% |
| 3Y | +2,835.0% | +24.7% | +2,810.3% | +2,567.4% |
| 5Y | +652.8% | -11.7% | +664.5% | +641.8% |
| 10Y | +1,513.9% | +148.4% | +1,365.5% | +1,048.0% |
| All | +5,794.9% | +2,660.5% | +3,134.5% | +2,034.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EXR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling